Independent Financial Services Canterbury | Pentins Financial Planners

Financial decision-making for you today.

We work with a huge range of hard-working business owners. We advise them on the financial decisions they should consider today, for the personal future they want to enjoy.

How we can help

Steering you towards a more secure financial future.

Book a free consultation, tell us about your business and your current situation.

We will ask the right questions to find out where you are financially now, where you want to be – and when you aim to arrive.

We assess your situation and then match you with the most appropriate financial advisor and best Personal Plan.

Finally we put together a financial map to chart your way forwards. Then we check in regularly to ensure that you stay on course.

What could your financial future look like?

Your business is doing well.
But is it working for the personal future you want?

Pentins Financial Planners

5.0

Based on 9 reviews

review us on

Sophie Ward

13:38 18 Jan 24

Very professional company who go above and beyond for their clients.Introduced themselves with a very informative presentation regarding pension and pension schemes which was extremely helpful and informative which helped our employees of all ages and backgrounds.They also helped set up our payroll system in their own time.High recommend to any employer or individual person(s) for any financial advice.

Deborah Davey

10:23 14 Jul 23

We had our yearly update with Sam yesterday. As usual we felt confident with all our investments. Sam clearly covers every aspect clearly, leaving us very happy with our choice of financial advisors. Great service!

Kevin Andrews

16:17 03 Feb 23

Extremely happy with the advice and help I get from Mick and Dan. Everything is explained and I trust them both to work with my best interest in all decisions that are taken.

Claire Slater

14:02 11 Jan 21

Pentins have been my financial planners for several years as they were recommended to me through my workplace. I have consistently found them helpful and professional, and also approachable and friendly.

Judy Pope

11:54 04 Mar 20

Excellent and professional service received from Pentins. They have great expertise but I also really appreciate the friendly approach and practical solutions, combined with an ability to explain things very well. Totally recommend!

urban Kuhl

09:59 07 Mar 19

We have been using Pentins Financial Planning for many years. Since Samantha has joined the company we have been able to completely review our various investments and are we pleased with the results to date. Samantha and Oliver are knowledgeable and experts in their field, and explain all aspects of their strategies in layman’s terms, which makes for easy understanding. Samantha has changed our platform provider to a more cost effective one, and from what we have seen over the last few months, a more productive one. We would recommend Samantha and her team to any new clients looking for a well run and proactive Financial advisory service.

Penny Moore

08:14 08 Feb 19

Very grateful to find knowledgeable people to help get my pensions sorted out. I had several pots from previous jobs and i didn't want lots of small bits of income. Pentins helped me get it tidied up and modernised to a cheaper online account.

Maximise the wealth you have today and secure a financial future you can enjoy

Book Appointment

Questions our clients frequently ask:

Definitely, 100% – yes

We start with an initial discussion where we discuss your objectives, and this is free of charge.

If you proceed, we charge a fixed fee of £2500 for a full financial plan. This includes all our bespoke recommendations for your situation.
Moving forwards with policy implementation is charged on a percentage basis, and is explained in our terms of business.

Initially you’re invited to come and join us at our offices or meet us online. It’s absolutely normal during our working relationship with clients for us to visit them at their offices as well.

Free parking is behind the building. On arrival, simply press the buzzer at the barrier and say you’re here to see Pentins.

Find us on Google.

This is a friendly and open discovery meeting where we learn as much as possible about your financial circumstances and your future hopes, dreams and objectives. It is not a ‘deep dive’ into every policy. However, you should supply or bring a basic summary of your high level assets, savings, pensions, assets, liabilities and debts.

Find out more about our process.

Yes. There is parking for people with a disability, and a lift inside the building.

Wealth maximisation for business owners

Financial decision-making for you today.

Steering you towards a more secure financial future.

What could your financial future look like?

Maximise the wealth you have today and secure a financial future you can enjoy

Questions our clients frequently ask:

Contact us today